Commit Graph

1611 Commits

Author SHA1 Message Date
dymanoid
710d9ab8ac fix: use Unicode-aware SQLite LIKE filtering (#2903)
* fix: use Unicode-aware SQLite filtering

* Add release notes, fix type check

* Fix code styling
2024-07-04 08:24:58 -07:00
DJ Mountney
d008944022 Remove the trafico pr review triggers (#2942)
* Remove the trafico pr review triggers

- We loose triggers for Approved and Changes Requested
- They weren't working on forks anyways

* Add release note
2024-07-04 07:34:38 -07:00
Robert Dyer
f18bce6094 Fix warning modal not showing a second time. (#2956)
* Fix warning modal not showing a second time.

* add release note
2024-07-03 18:13:57 -07:00
Michael Clark
31eb00a155 :electron: Electron package Typescript starting point (#2880) 2024-07-03 21:28:04 +01:00
Joel Jeremy Marquez
a67c969189 React Aria Button on Settings and Rules Page (#2913)
* React Aria Button on rules and settings page

* Release notes

* VRT
2024-07-03 13:04:26 -07:00
dymanoid
58e6c6f23a Fix rollover arrow display for mobile and desktop (#2943)
* Fix rollover arrow display for mobile and desktop

* Add release notes

* Implement review suggestions

* Fix rollover indicator without goals
2024-07-03 11:00:03 -07:00
Matiss Janis Aboltins
f046d75b75 ♻️ refactoring Select component to use existing Menu (#2905) 2024-07-03 18:25:41 +01:00
Joel Jeremy Marquez
30bcfedc86 React Aria Button as base of Button component (#2904)
* React Aria Button as base of Button component

* Release notes

* AmountInput sign button

* Fix tests

* Comment

* Fix disabled/pressed style

* Update react-aria-components version

* yarn.lock

* Apply defaultStyle

* Fix button props type
2024-07-03 09:33:57 -07:00
Matiss Janis Aboltins
866b4d6cd4 🐛 (bank-sync) fix account highlight dissapearing (#2898) 2024-07-03 17:15:36 +01:00
Julian Dominguez-Schatz
a42938fa64 Reapply rules to split transactions when the parent changes (#2834)
* Reapply rules to split transactions when the parent changes

Concretely, this enables the "standard" workflow for
split-transaction-entry on desktop, where you enter the payee first, and
then edit the amount afterwards (and expect splits in a rule to apply when
you edit the amount).

* Add release notes

* Fix bug in first field below parent transaction

* Update vrt
2024-07-02 21:31:14 -07:00
Michael Clark
e02b0f9bc7 :electron: Fix backup time format in electron (#2960)
* fix backup time in electron

* release notes

* bugfix not maintenance
2024-07-02 14:16:16 -07:00
Matiss Janis Aboltins
049a41f366 🔖 (24.7.0) custom reports, splits in rules, tags and more (#2955) v24.7.0 2024-07-02 21:29:31 +01:00
Matiss Janis Aboltins
7f30680fb3 Revert "🐛 fix the app randomly navigating back (closing) (#2772)" (#2966)
This reverts commit 247e3e8d93.
2024-07-02 21:23:33 +01:00
Robert Dyer
2d4256b239 Fix wording of split rule. (#2927)
* Fix wording of slit rule.

* add release note

* fix typo
2024-06-27 13:08:30 -07:00
Matiss Janis Aboltins
247e3e8d93 🐛 fix the app randomly navigating back (closing) (#2772) 2024-06-27 19:00:17 +01:00
Joel Jeremy Marquez
5951b92668 Group and ungroup split transactions (#2805)
* Group and ungroup split transactions

* Release note

* Fix release note category

* Do not allow on reconciled transactions

* Add account validation, fix undo behavior, set split payee

* Fix lint errors

* Allow extracting some child transactions

* Disabled split/unsplit selected items menu

* Fix lint error

* Fix typecheck error

* Special Split payee

* "Split" payee on parent transaction

* Show manage payees on payee autocomplete modal

* Fix typecheck error + cleanup

* Fix typecheck error + cleanup

* VRT

* Fix tests

* VRT

* Only show split/unsplit when applicable
2024-06-26 12:39:36 -07:00
youngcw
a9ee670eb4 change the mobile budget balance colors to be the same as desktop (#2940)
* change the mobile budget colors to be the same as desktop

* fix

* some lint and note

* actual note

* fix mad lint

* another lint
2024-06-26 10:03:37 -07:00
lelemm
3990aaf38f Fix: Transaction table constantly resizing (#2941) 2024-06-26 17:27:47 +01:00
Michael Clark
48f5880f1d :electron: Fix "Export" function on desktop app (#2925)
* fix electron export file

* add release notes
2024-06-25 09:38:39 -07:00
Neil
3332f58376 Custom Reports: Adjust Net values (#2871)
* Add Net value

* notes

* fix

* revert changes

* balanceTypeOpType

* lint fix

* add net numbers

* bar fix

* nit fixes and fix clicks

* remove abs
2024-06-24 20:08:59 +01:00
Michael Clark
46ea8fbf72 :electron: Fix regex filters on electron app (#2929)
* fix regex on desktop app

* add release notes
2024-06-24 08:08:15 -07:00
Matiss Janis Aboltins
6a21f8e3de Revert "fix(#2562): Prevent transaction deduplication for imported transactio…" (#2910) 2024-06-22 21:32:51 +01:00
Joel Jeremy Marquez
f02ca4e3d2 Format transaction notes as clickable tags (#2670)
* Format notes as clickable tags

* Release notes

* Fix tests - extract the handler to higher level component

* Update colors

* Fix filtering

* Rename variables

* Remove font weight

* Cleanup style

* Append note tag filters

* Fix overlapping UI

* Revert pill colors

* Rename prop

* Rename notes

* Delete filter margin

* Fix typecheck error

* VRT + typecheck fix

* Add matches op in rules + use it to match tags

* Fix database types

* Fix typecheck error

* Fix typecheck

* Move create_function call

* VRT

* Update tag regex

* Escape regex input

* Update tag regex

* Use onApplyFilter

* Update tag formatting

* Fix tag formatting

* Update regex

* VRT

* Update packages/desktop-client/src/components/modals/EditRule.jsx

Co-authored-by: Robert Dyer <rdyer@unl.edu>

* VRT

* Fix error

* Fix filtered balance

* VRT

---------

Co-authored-by: Robert Dyer <rdyer@unl.edu>
2024-06-21 10:47:21 -07:00
lelemm
7f658691bb Fix: column titles incorrect when selecting transactions and resizing window (#2867) 2024-06-20 21:49:33 +01:00
Matiss Janis Aboltins
5b1a730f11 💬 (bank-sync) update sync button label to improve discoverability (#2899) 2024-06-19 20:19:48 +01:00
Neil
0c14eb17c4 Unflag custom reports (#2554)
* remove featureflag

* notes

* merge fixes

* vrt

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-06-19 06:57:46 +01:00
dymanoid
7bb0425c81 Consider account sort order in autocomplete (#2896)
* Consider account sort order in autocomplete

* Add release notes
2024-06-18 15:44:44 -07:00
DJ Mountney
8832c2b234 Trafico embedded action (#2895)
* Embed trafico as an action

* Add all the event types from trafico

* Swith to main trafico branch

* Add release note
2024-06-18 15:30:24 -07:00
Crazypkr1099
437e202d27 Add filtering of group name to autocomplete for transactions (#2861)
* Delete packages/desktop-client/e2e directory

* Delete packages/desktop-client/e2e directory

* Add toggleable option to autoCompleteCategories

* Create 2861.md

* Fixing typescript error & removing console.log

* Added themesetting back in

* Added filtering and separation for group name autocomplete

* removed typescript error

* another typescript error fixed

* ts error

* removed styling

* Update 2861.md

* Update prefs.d.ts

* Update index.tsx

removed toggleable settings

* Update index.tsx

* removed toggleablesettings

* changed test tobe     items = screen
      .getByTestId('autocomplete')
      .querySelectorAll('[data-testid$="category-item"]');
    expect(items.length).toBe(3);
  });

* removed isChanged passdown

* Added string followed by category name capability, moved sorting logic to categoryautocomplete, used toSorted, used Usememo, added TS.

* Fix unnecessary changes

* Apply suggestions from code review

Co-authored-by: Robert Dyer <rdyer@unl.edu>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>

* Fixed TS, sort, and memo to useCallback

* fix tosorted -> sort

* Apply suggestions from code review

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>

* fix typescript issue

---------

Co-authored-by: Robert Dyer <rdyer@unl.edu>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2024-06-18 13:27:49 -07:00
Robert Dyer
d34f5eccb6 Timeout SimpleFIN sync calls after 60 seconds (#2891) 2024-06-18 20:55:09 +01:00
Robert Dyer
f1d3902e3e Rework bank secrets reset (#2870)
* Rework bank secrets reset

* Fix alignment

* Fix lint errors

* add release note

* Fix typo

* fix typo
2024-06-18 11:33:51 -07:00
lelemm
8b6ef7b325 Removed recursion in place for iterable solution to prevent stack overflow (#2848) 2024-06-18 18:39:24 +01:00
Neil
6ad0b47c7c Custom Reports: Include current (#2684)
* include current

* notes

* label change

* add migration and fix merge issues

* fix extra year/month

* default and disabled lists

* default on

* fixes

* rerun
2024-06-17 20:09:38 +01:00
Matiss Janis Aboltins
96964224f4 🐛 fix budget tooltip showing if panel is not collapsed (#2887) 2024-06-17 18:22:20 +01:00
Joel Jeremy Marquez
0ed5e3ebe6 Revert scheduled transaction date filter causing weekly scheduled transactions as Paid (#2890)
* Revert scheduled transaction date filter

* Release notes
2024-06-17 08:03:40 -07:00
Matiss Janis Aboltins
64cd6ee3c9 ♻️ (tooltip) refactoring to react-aria (vol.9) (#2826) 2024-06-16 14:31:10 +01:00
Crazypkr1099
abc4636662 Bugfix : Account Nav Padding Bottom containing ; (#2881)
* Added underline & Fixed Capitalization in Account Header

* Create 2847.md

* Changed border pixel size, made it more opaque.

* removed comments

* Update E2E

* Required to run E2E in local...

* Revert "Required to run E2E in local..."

This reverts commit e73ac75cb3.

* Revert "Update E2E"

This reverts commit 56990fd6fe.

* testing...

* testing...

* Update 2847.md

* Underline no longer goes to edge

* vrt

* vrt

* fix bad screenshot

* bug fix

* Create 2881.md

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-06-15 09:38:31 -07:00
aaimio
ade25b3304 fix: link schedules modal - table width (#2863)
* fix: remove negative margin on ScheduleLink

* chore: add note for upcoming release notes

* feat: increase width of <ScheduleLink>

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-06-13 14:43:19 -07:00
Neil
b192ad955e Custom Reports: fix card menus regression (#2878)
* fix menus

* notes
2024-06-13 16:45:57 +01:00
Joel Jeremy Marquez
e9da476b51 Fix mobile budget and spent column auto sizing (#2875)
* Fix mobile budget and spent column auto sizing

* Release notes
2024-06-13 07:35:32 -07:00
lelemm
12719e3049 FIX: For Report Budget, the income categories are negative when using 'Set budgets to 3 month average' (#2862)
* FIX: For Report Budget, the income categories are negative when using 'Set budgets to 3 month average'. This fix solves this issue

* added 2862.md

* Ajustments for category menu not closing properly and fix to negative values for income category copy budget

* fix lint

* changed variable name without changing references after lint ajust

* retrigger checks

* smaller 2862.md
2024-06-12 07:50:39 -07:00
aaimio
e178d9914d fix: schedules are missing highlight color (#2864)
* fix: remove redundant style

* chore: add note for upcoming release notes

* chore: fix typo
2024-06-11 12:21:00 -07:00
lelemm
6fd728aa2d fix: Account names in side nav squashed (#2866)
* Fix: Account names in side nav squashed

* add 2866.md

* lint
2024-06-11 12:20:00 -07:00
Crazypkr1099
bf26ca4eb9 Add Underline in Account Header (#2847)
* Added underline & Fixed Capitalization in Account Header

* Create 2847.md

* Changed border pixel size, made it more opaque.

* removed comments

* Update E2E

* Required to run E2E in local...

* Revert "Required to run E2E in local..."

This reverts commit e73ac75cb3.

* Revert "Update E2E"

This reverts commit 56990fd6fe.

* testing...

* testing...

* Update 2847.md

* Underline no longer goes to edge

* vrt

* vrt

* fix bad screenshot

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-06-11 20:07:19 +01:00
lelemm
f606d92c5c Changing the autocomplete search to accept text without accents to match options with accents (#2842)
* Changing the autocomplete search to accept text without accents to match options with accents

* lint fix

* Added upcoming-release-notes
2024-06-11 07:53:10 -07:00
Dan D
8b850f1410 Handle Null Org Domain in SimpleFIN for bank_id (#2836)
* Update main.ts - Handle Null Org Domain in SimpleFIN

SimpleFIN (currently) uses the org domain as the bank ID. According to SimpleFIN docs, this can possibly be a null value, as can the org name. However, at least one of the two must be present.

In Actual, org name is set to "Unknown" if it comes in as null, but the bank_id (previously just set to the org domain) was not, resulting in a null bank_id value at times.

* Create 2836.md

* Fix release notes format.

* Small change to release note.

* Change to use new org Id as fallback for bank_id

* Add orgId property, for new org id from SimpleFIN
2024-06-10 15:42:45 -07:00
Joel Jeremy Marquez
c992e340ca Cover overbudgeted action + make balance movement menus only appear on relevant conditions (#2850)
* Make balance movement menus only appear on relevant conditions

* Release notes

* Hide to be budgeted when covering overbudgeted

* Fix typecheck error
2024-06-10 13:16:27 -07:00
Robert Dyer
06f9db06b0 Fix amounts over 1 million cutting off (#2812)
* Fix amounts over 1 million cutting off.

* Update VRT

* Update VRT

* update VRT
2024-06-10 11:44:38 -07:00
Crazypkr1099
2b96bb3d52 Added Year comparison feature. (#2806)
* Added Year comparsion feature. Also fixed bug with greater than 28 days.

* Removed comments and console.logs

* Create 2806.md

* Cleaned up code

* Hide's graph if no data, and hides average, last month or last year if no data.

* Apply suggestions from code review

Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>

* Fixed spent MTD and last MTD. Added in all suggestions from carkom.

* Update 2806.md

* Added changes required by carkom #2

* Couple more fixes, only show graph if have data for last month (as requested by carkom)

* Removed console.log that was mistakenly added.

* removed useEffect

* Add files via upload

* Remove async function

* lint fix

* fixed carkom requests & added in fix for YAxis issues

* Fixed couple of mistakes. Removed Y Axis fix (new PR will be created)

* Cleanup code

* Fix mode buttons

* Removed console.log...

* Update showAverage Logic

* Update switch logic

default should be default for everyone other part of the graph.

* Add Math.abs

* lint fix

---------

Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
2024-06-10 12:41:45 +01:00
Matiss Janis Aboltins
ebb9452b8f 🔖 (api) 6.8.1: fix #2829 (#2853) 2024-06-07 21:33:23 +01:00